SMSFs require specialist knowledge, not just software.
First of all at DGL Accountants in Mackay you can be assured that your Self-managed super fund (SMSF) administration and audit is being handled by experienced staff based locally. In addition, our SMSF staff have over 40 years combined experience in the SMSF field while being backed by some of the industries leading experts in self-managed superannuation.
Furthermore, our office provides a holistic service to clients that is compliant with current financial services licencing arrangements including;
Traditional SMSF Services
Execution only services
Specific Advice Services AFSL (Statement of Advice)
Setting up a SMSF
Commencing a Pension
Limited Recourse Borrowing
Winding up of SMSF
DGL Accountants utilise the latest in SMSF software that has the ability to provide superannuation trustees and members 24/7 access to view fund reports from any device including;
- Investment overview & performance reports;
- Whether the fund is within its Investment Objectives;
- Contribution caps monitor;
- Pension monitor;
- Member data, balances & reports;
- Latest annual compliance reports for review.
Our office also updates our clients with any changes to legislation and aims to ensure that all trustees are educated with regards to SMSFs and their responsibilities.
Find below just some of the resources available to our trustees.
In order to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, DGL Accountants has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA). The people at this practice authorised by SAN to provide superannuation and SMSF advice are:
Elizabeth Dent - Authorised Representative No. 1250 655
Lauren Hammer - Authorised Representative No. 1250 656
Click here to view our Financial Services Guide
Contact DGL Accountants today to discuss your SMSF requirements or if you would like further information about self-managed super.